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Disclosery

FXH FIRST TR EXCHANGE-TRADED FD

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HLTH CARE ALPH (fund)

235 managers (238 13F filers) reported a position in FXH shares at 2026-03-31, 4,054,637 shares in all. 24 filers opened a position and 21 filers sold out during the quarter.

Managers
235
13F filers
238
New
24
Added
59
Reduced
86
Sold out
21
Shares held by filers
4,054,637

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY819,837$90M0.01%-184,30513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/297,498$32.7M<0.01%-11,61313F-HRTimelineGroup
LPL Financial LLC281,852$30.9M0.01%-9,85713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC280,415$30.8M0.01%-19,40113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN267,805$29.4M0.01%-20,73213F-HR/ATimelineGroup
Rockport Wealth LLC144,727$15.9M2.89%-7,02313F-HRTimeline
UBS Group AGgroup of 2 filers holding120,590$13.2M-2,677Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC106,828$11.7M<0.01%-10,42813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,075$8.57M<0.01%+12,68013F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD72,811$7.99M1.2%+9613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC69,164$7.59M0.01%-9,96613F-HRTimeline
Janney Montgomery Scott LLC64,990$7.13M0.02%-3,30713F-HRTimeline
Cetera Investment Advisers62,310$6.84M0.01%-7,04113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,880$6.46M<0.01%-10,84613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC54,342$5.97M0.09%-2,16313F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,347$5.42M0.01%-14,69813F-HRTimeline
HighTower Advisors, LLC45,529$5M0.01%+3,60613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,435$4.33M0.01%-13,69713F-HRTimelineGroup
Paller Financial Services Inc37,105$4.07M3.37%-1,15113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,993$3.84M<0.01%-40,79413F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC32,164$3.53M0.17%+11,36713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,128$3.53M0.01%-1,30013F-HRTimelineGroup
Waverly Advisors, LLC28,836$3.17M0.02%-11513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,346$3.11M<0.01%+9,13313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,339$2.67M<0.01%new13F-HRTimelineGroup
Holistic Financial Partners22,609$2.48M0.92%-2,58313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,502$2.37M<0.01%+68213F-HR/ATimelineGroup
Farther Finance Advisors, LLC21,153$2.34M0.02%+3,76113F-HRTimeline
Steward Partners Investment Advisory, L…20,618$2.26M0.01%+1,43813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,334$2.23M+4,274Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,654$2.16M<0.01%+9913F-HRTimelineGroup
Private Advisor Group, LLC19,117$2.1M0.01%-8,41713F-HRTimeline
Financial Advisory Corp18,971$2.08M0.29%-1,22213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,897$1.85M<0.01%+2,92713F-HRTimelineGroup
SFI Advisors, LLC15,941$1.75M1.84%-16,42613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,606$1.71M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,190$1.67M<0.01%new13F-HRTimeline
Arkadios Wealth Advisors15,161$1.66M0.03%+9,21713F-HRTimeline
Security Financial Services, INC.15,079$1.66M0.26%013F-HRTimeline
Prosperity Consulting Group, LLC14,305$1.57M0.07%-11213F-HRTimeline
PCG Wealth Advisors, LLC13,735$1.51M0.38%+27913F-HRTimeline
Prospera Financial Services Inc13,259$1.46M0.02%-39613F-HRTimeline
Quantinno Capital Management LP13,258$1.46M<0.01%-29513F-HRTimeline
Sanctuary Advisors, LLC12,838$1.41M0.01%+77413F-HRTimeline
Golden State Wealth Management, LLC12,251$1.34M0.15%-36813F-HRTimeline
CX Institutional11,679$1.28M0.04%+3,73813F-HRTimeline
Morey & Quinn Wealth Partners, LLC11,458$1.26M0.89%-6313F-HRTimeline
Schrum Private Wealth Management LLC11,432$1.25M0.96%013F-HRTimeline
Wagner Wealth Management, LLC10,629$1.17M0.24%-413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,628$1.17M0.06%+25113F-HRTimelineGroup
NewEdge Advisors, LLC10,265$1.13M<0.01%+3,58513F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,860$1.08M<0.01%+1,84013F-HRTimelineGroup
Beacon Pointe Advisors, LLC9,326$1.02M0.01%+1,02713F-HRTimeline
First Heartland Consultants, Inc.9,254$1.02M0.08%+1113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC9,093$998K0.14%-20013F-HRTimelineGroup
Geneos Wealth Management Inc.8,884$975K0.02%-1,50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,632$948K0.01%+1,45713F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC8,180$898K0.11%+22013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,169$897K0.01%-813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,830$860K<0.01%+43013F-HRTimelineGroup
IFP Advisors, Inc7,602$834K0.02%-45613F-HRTimeline
HANCOCK WHITNEY CORP7,000$791K0.01%013F-HRTimeline
Jacobi Capital Management LLC7,187$789K0.04%+1013F-HRTimeline
Mutual Advisors, LLC7,175$788K0.02%-4,24213F-HRTimeline
Keating Financial Advisory Services, In…7,074$777K0.13%+13413F-HRTimeline
Sequoia Financial Advisors, LLC6,775$744K<0.01%+5113F-HRTimeline
HB Wealth Management, LLC6,740$740K<0.01%013F-HRTimeline
Advisory Advocates, LLC6,700$735K0.75%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,905$722K<0.01%+35413F-HRTimelineGroup
MAI Capital Management6,218$683K<0.01%-65513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,208$681K0.01%+1113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,194$680K<0.01%-4,94113F-HRTimelineGroup
Regal Investment Advisors LLC6,180$678K0.04%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC6,111$670K0.45%-31513F-HRTimeline
Gateway Wealth Partners, LLC5,875$645K0.03%+3,08413F-HRTimeline
WealthPLAN Partners, LLC5,864$644K0.12%-5113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,809$638K0.02%+22613F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC5,769$633K0.24%013F-HRTimeline
Snowden Capital Advisors LLC5,704$626K0.02%new13F-HRTimeline
Alliance Wealth Advisors, LLC5,697$625K0.3%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,512$605K<0.01%-63513F-HRTimelineGroup
Atria Investments, Inc5,446$598K0.01%-2,40713F-HRTimeline
EVOKE WEALTH, LLC5,378$590K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,261$578K0.03%+46913F-HRTimeline
Worthington Financial Partners, LLC5,134$564K0.48%-6113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,120$562K<0.01%+49613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,922$553K<0.01%-313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,026$552K0.04%-1,03113F-HRTimeline
OLD NATIONAL BANCORP /IN/5,001$549K0.01%-42113F-HRTimeline
AE Wealth Management LLC4,958$544K<0.01%-19113F-HRTimeline
One Charles Private Wealth Services, LLC4,930$541K0.14%013F-HRTimeline
Kingsview Wealth Management, LLC4,866$534K0.01%+13813F-HRTimeline
Creative Planningin group Creative Planning4,739$520K<0.01%+49013F-HRTimelineGroup
Tradition Wealth Management, LLC4,627$508K0.04%-93113F-HRTimeline
Centerpoint Advisory Group4,613$506K0.38%-20013F-HRTimeline
Western Wealth Management, LLC4,603$505K0.02%+1113F-HR/ATimeline
Kovack Advisors, Inc.4,573$505K0.03%-9313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,582$503K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.4,577$502K<0.01%-36513F-HRTimeline
Novak & Powell Financial Services, Inc.4,451$489K0.26%-10013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,427$486K<0.01%-64613F-HRTimelineGroup
World Investment Advisors4,381$481K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,376$480K<0.01%-4,99113F-HRTimeline
Perigon Wealth Management, LLC4,311$473K0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,300$472K0.34%013F-HRTimeline
GoalVest Advisory LLC4,103$450K0.09%-28013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,103$450K0.27%-28013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,080$448K0.01%-4613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,050$445K0.01%+5113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,882$426K0.01%-32313F-HRTimelineGroup
QTR Family Wealth, LLC3,690$421K0.18%-9313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,710$410K0.03%-17813F-HRTimeline
Insight Advisors, LLC/ PA3,709$407K0.08%+413F-HRTimeline
Trueblood Wealth Management, LLC3,678$404K0.16%-6813F-HRTimeline
&PARTNERS3,551$390K<0.01%-19013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,538$388K0.14%-2,42113F-HRTimeline
Pacific Sun Financial Corp3,480$382K0.18%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,378$371K0.05%+52413F-HRTimeline
Financial Partners Group, Inc3,244$356K0.04%+213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,184$350K0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.3,175$349K0.28%+113F-HRTimeline
RPg Family Wealth Advisory, LLC3,128$343K0.07%-1,28713F-HRTimeline
Risk Paradigm Group, LLC3,038$333K0.28%-1,28713F-HRTimeline
Prasad Wealth Partners, LLC2,965$325K0.09%+513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,839$323K<0.01%+11213F-HRTimelineGroup
Americana Partners, LLC2,918$320K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,910$319K<0.01%-21913F-HRTimelineGroup
Signature Wealth Management Partners, L…2,854$313K0.16%-8813F-HRTimeline
LaSalle St. Investment Advisors, LLC2,848$313K0.04%+1013F-HRTimeline
FLOW TRADERS U.S. LLC2,774$305K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,730$301K<0.01%-62613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,740$301K0.12%013F-HRTimeline
Dominguez Wealth Management Solutions, …2,679$294K0.18%+413F-HRTimeline
Hilton Head Capital Partners, LLC2,585$284K0.16%-18813F-HRTimeline
Christensen, King & Associates Investme…2,547$280K0.12%+113F-HRTimeline
CWM, LLCin group CWM, LLC2,484$273K<0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.2,470$271K0.02%-30013F-HRTimeline
WEDBUSH SECURITIES INC2,400$263K0.01%-3813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,275$250K0.03%-3713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,242$246K<0.01%-72413F-HRTimelineGroup
Purus Wealth Management, LLC2,142$235K0.07%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,010$221K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC2,000$220K0.02%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC1,990$218K0.14%new13F-HRTimeline
Allworth Financial LP1,973$217K<0.01%-313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,966$216K<0.01%+1,78113F-HRTimelineGroup
MTM Investment Management, LLC1,922$211K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,921$211K<0.01%-1713F-HRTimelineGroup
Capital Square, LLC1,868$210K0.1%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,899$208K0Timeline
Ridgeline Wealth Planning, LLC1,858$204K0.15%013F-HRTimeline
HighPoint Advisor Group LLC1,856$204K0.01%+113F-HRTimeline
REAP Financial Group, LLC1,668$183K0.04%-46413F-HRTimeline
Delos Wealth Advisors, LLC1,648$181K0.1%013F-HRTimeline
GAMMA Investing LLC1,502$165K0.01%-7113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,438$158K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,372$151K<0.01%+1,17213F-HR/ATimeline
Register Financial Advisors LLC1,356$149K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,260$138K<0.01%+48413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,230$135K0.01%+28613F-HRTimeline
Topsail Wealth Management, LLC1,196$131K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,152$126K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,141$125K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,111$122K0.03%new13F-HRTimeline
Tidemark, LLC952$105K0.03%013F-HRTimeline
ATWOOD & PALMER INC950$104K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC935$103K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB900$98.8K<0.01%-22513F-HRTimeline
Smartleaf Asset Management LLC894$94K<0.01%+4013F-HRTimeline
Sound Income Strategies, LLC840$92.9K<0.01%-33813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/839$92K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC808$88.7K0.02%+113F-HRTimeline
Sunbelt Securities, Inc.798$87.6K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.767$84.3K0.01%-10013F-HRTimeline
Steigerwald, Gordon & Koch Inc.728$79.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC594$65.2K0.01%-10013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.591$64.9K<0.01%+27113F-HRTimelineGroup
Addison Advisors LLC547$60K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.526$57K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.517$56.7K0.03%-9913F-HRTimeline
RMG Wealth Management LLC502$56.5K0.01%-25813F-HRTimeline
Founders Financial Alliance, LLC505$55.4K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$54.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC498$54.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC445$49K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.405$44.4K<0.01%+113F-HRTimeline
Advisory Services Network, LLC380$41.7K<0.01%new13F-HRTimeline
Crews Bank & Trust353$38.7K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…350$38.4K<0.01%+4513F-HRTimeline
Creative Capital Management Investments…349$38.3K0.01%013F-HRTimeline
MCF Advisors LLC326$35.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC320$35.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.306$33.6K<0.01%013F-HRTimeline
Rossby Financial, LCC241$26.7K0.01%-1313F-HRTimeline
Quest 10 Wealth Builders, Inc.223$24.5K0.02%013F-HRTimeline
Westside Investment Management, Inc.216$23.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC210$23.1K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.200$22K0.01%013F-HRTimeline
Asset Dedication, LLC176$19.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC176$19.3K<0.01%+113F-HRTimeline